Create Customer Step 5 Window

Use the Create Customer Step 5 window to assign the services or the service groups the account is using and for which they will be billed. You can assign multiple services to the account, however each service must be set up separately. If you have Service Groups defined, they display to the right of the services within the Data Entry Panel. If most of the options are the same for all the services the customer uses, you can select the appropriate service group to quickly set up the service information. You can make individual changes to a service once the service group is set up for the customer.

Notes:

If your company bills multiple services, you must enter service information for each service that you will bill the customer for.
After you have entered the service information the wizard returns to this window. You can:
Select another service to enter information
Click Next to add location information
Or, click Finish to complete the Create Customer Wizard entries
Because your services are user-defined during installation, the service names in your software may not match the service names in the documentation. For example, in the documentation the services are listed as Water and Sewer. If you are an electric company your service choices may be Electric and Other.

Directions:

To display the Create Customer Step 5 window:

1. From the Inquiry, click Tools and then, click Wizards.

2. In the Create section, click Customer.

3. To navigate to the step that you want to maintain click Next or click Back until the data that you want to maintain displays in the Data Entry Panel.

Create Customer Step 5 Data Entry Panel Example:

Data Entry Panel - Create Customer Step 5 Prompts

To determine the service the customer is billed for, click a service Description button.

Or, to assign a Service Group that contains the services the customer is billed for, click a service group button.

Important: When you select the service or service group, the button is highlighted for your reference and the wizard automatically continues to the next window for entries.

Highlighted Service Example:

Important: After you have entered the information for the service the wizard returns to this window. You can:

Select another service to enter information
Click Next to add location information
Or, click Finish to complete the Create Customer Wizard entries. This will create a customer without a location or services.

To Add Location information to the customer after the service information is entered, click Next.

Keyboard shortcut: [ALT + n]

For directions for the next step, click here.

To complete the Create Customer entries without adding location information,click Finish or press [ENTER].

Keyboard shortcut: [ALT + s]

Important: After you click Finish, the wizard saves the entries and you will see the following message on the Status Bar: